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GeoWatch
Essential technology and geopolitical news recap.
Essential technology and geopolitical news recap, GeoWatch, focuses on the tech supply chain, providing effortless insights.

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IN THE NEWS
Thursday 11 December 2025
US eases H200 curbs, but China may no longer need the chip, says DIGITIMES analyst
In the latest episode of Tech Insights, DIGITIMES analyst Luke Lin argues that Washington's decision to lift export restrictions on Nvidia's H200 accelerator to China signals a shift...
Thursday 11 December 2025
South Korea targets new fabs, HBM leadership, fabless revamp in US$468bn chip push
South Korea has unveiled an expansive semiconductor strategy to secure its lead in next-generation memory and revive weaker segments such as logic chips and the domestic fabless sector...
Thursday 11 December 2025
China weighs Nvidia's H200 amid US export shift and supply constraints
The US government's decision to allow Nvidia to export its H200 AI chips to China has reopened a major channel for American semiconductor revenue, but whether Beijing will embrace...
Thursday 11 December 2025
Synopsys confronts a split China market as it pivots to next-gen IP and Nvidia-led AI design
Synopsys is confronting intensified geopolitical and competitive pressure in China while affirming its long-term IP roadmap and deepening ties with Nvidia. The company outlined how...
Wednesday 10 December 2025
US allows Nvidia H200 chip exports to China, but Beijing may impose restrictions
Despite US President Donald Trump's decision to permit the export of Nvidia Corporation's advanced H200 chips to China, reports indicate that Beijing might enforce limitations on their...
Tuesday 9 December 2025
YMTC sues US govt to overturn Chinese military-company designation
YMTC filed a lawsuit on December 5, 2025, in the US District Court in Washington, challenging the US Department of Defense's decision to label it as linked to the Chinese military,...
Tuesday 9 December 2025
Russia falls behind US and China in AI race amid sanctions, brain drain
Russia has fallen behind China and the US in artificial intelligence (AI) development, hindered by supply restrictions on critical hardware, international sanctions, and a significant...
Tuesday 9 December 2025
Commentary: Are East Asia tensions a threat to supply chains?
The Indo-Pacific region has become the world's most critical theater for both technology manufacturing and geopolitical competition. As military tensions escalate across East Asia,...
Monday 8 December 2025
3Q25 global top 20 EMS/ODM rankings: Chinese firms shift to automotive electronics and AI servers
The global electronics manufacturing services (EMS) and original design manufacturing (ODM) supply chain experienced many structural changes during the third quarter of 2025. In the...
Saturday 6 December 2025
China's expanding AI talent pool key to global tech rivalry with US
The next stage in the artificial intelligence (AI) competition between China and the US will depend primarily on each country's ability to cultivate, attract, and retain top-tier talent...
Friday 5 December 2025
Jensen Huang: China's AI factory buildout is leaving US behind
Nvidia CEO Jensen Huang has a stark warning for America: the country's AI leadership is threatened not by inferior technology, but by infrastructure bottlenecks that China is rapidly...
Thursday 4 December 2025
Nexperia dispute escalates: Dutch minister cancels China visit, Beijing spotlights ex-Wingtech chair
China's Wingtech Technology and its subsidiary Nexperia are facing renewed turbulence in their control dispute with the Netherlands. Dutch Economic Affairs Minister Vincent Karremans...
Thursday 4 December 2025
Taiwan's president invokes past chip curbs as US weighs Nvidia sales to China
Taiwan President Lai Ching-te used an interview with Andrew Ross Sorkin at The New York Times DealBook Summit to frame semiconductors as a shared global resource and signal...
Thursday 4 December 2025
US races to shore up drone supply chain as China forges ahead

The US is accelerating efforts to rebuild a secure, China-free drone supply chain as Beijing's gains in unmanned aircraft technology and...

Wednesday 3 December 2025
Innoscience wins US GaN patent case as ITC rules no infringement
Innoscience said at midday on December 3 via the Hong Kong Stock Exchange that it had prevailed in its US patent dispute with Infineon, marking a decisive turn in a long-running GaN...